Close-rate gap reportExampleSales behind your best rep
6.0
sales a month, with your numbers
+ Your 30-day planWhat’s Your Close-Rate Gap?
- Enter each rep’s appointments and sales
- See each rep’s close rate next to your best
- Download a step-by-step 30-day plan
- Bonus: 21-Day Quote Follow-Up Script Pack
- Bonus: Appointment Confirmation Call Kit
You’ll get each rep’s close rate ranked against your best closer, what the gap is worth with your numbers, and a step-by-step 30-day plan to close it that you can download and hand to your team.
Have last month’s appointments and sales per rep handy. About 2 minutes. Free. To see your report, you’ll add your name and work email. We never sell your information. Privacy policy.
Close-Rate Gap Report and 30-Day Plan
The Close-Rate Gap Finder · Your report
Here’s your close-rate gap with your numbers.
If every rep closed like your best rep
in sold jobs a month, if
| Rep | Appointments | Sales | Close rate | Sales behind your best rep |
|---|
Small numbers: with fewer than 10 appointments per rep, one sale either way moves these rates a lot. Treat this as a rough read and re-run it next month.
Your reps are closing at the same rate. Your biggest gain is likely in follow-up. Try the Quote Follow-Up Calculator.
Your 30-day plan
Your 30-day plan, step by step
- Route. Every morning, give the 2 or 3 best appointments to your best rep first.
- Ride along. Book two ride-alongs this week: your focus rep watches your best rep, then the other way around.
- Drill. 10 minutes of role play every workday, one skill at a time.
- Re-run. Enter your numbers again on Day 30 and compare.
The download spells out every step, plus a ride-along checklist and a 30-day tracker.
Your 2 free bonuses
- The 21-Day Quote Follow-Up Script PackObjection handling for “I need to think about it” and 14 more common objections: every text, call and email to send, from the same day to Day 21.Download PDF
- The Appointment Confirmation Call KitAppointment confirmation scripts that get every decision maker at the appointment: the booking question, the confirmation call, the day-of text, what to say when one can’t make it, and a 10-minute rep prep checklist.Download PDF
Step 1 — Route the appointments (start tomorrow)
- Every morning, look at the day’s appointments before anyone leaves.
- Mark the 2 or 3 best ones: biggest job, every decision maker confirmed, homeowner ready to decide.
- Give those to your best rep first.
- Give the newest or lowest-value appointments to your focus rep while they learn. They learn on the appointments that cost you the least.
- Keep everyone’s total number of appointments about the same, so nobody is starved.
- Do this every day for 30 days. Write a ✓ on the 30-day tracker (last page) each day you did it.
Step 2 — Two ride-alongs (book both this week)
- Ride-along 1: your focus rep rides with your best rep and only watches.
- Ride-along 2: your best rep (or you) rides with your focus rep and only watches.
- Before you go: pick the appointments now and put them on both calendars. Print the checklist (last page) and bring a pen.
- Agree on how to introduce the rider: “This is [name], who’s working with me today.”
- Rule: the rider says nothing in the home except hello and thank you.
- In the car, within 10 minutes of leaving: the rider says one thing the rep did well, then names the one checklist row with the biggest difference between the two reps. That row is the focus rep’s first drill.
Step 3 — 10-minute daily role play (every workday for 30 days)
- Same time every day, before appointments. Put it on the calendar as a repeat.
- One skill per day. Start with the biggest-difference row from the ride-along, then move down the list.
- You play the homeowner. your focus rep plays the rep.
- Run just that moment of the appointment, not the whole thing (only the price, only the close, only “I need to talk to my spouse”).
- When a line is off, stop. Say the better line. Have the rep say it the right way 3 times in a row.
- Run it once more start to finish.
- Stop at 10 minutes. Write the skill on the tracker.
- Suggested order if you’re not sure: Week 1, rows 3 and 9 (who decides and price before the price, and a set next step). Week 2, rows 6 and 7 (asking, and asking again). Week 3, rows 2 and 4. Week 4, whatever is still weakest.
Step 4 — Re-run your numbers on Day 30
- Put a reminder on your calendar for 30 days from today.
- Count each rep’s appointments and sales for the 30 days.
- Enter them again at the same page and compare to this report.
- If your focus rep’s gap shrank, keep the drill going and pick the next focus rep. If it didn’t, do 2 more ride-alongs and change the drill.
Insight
If your reps get similar appointments, the gap between your best rep and the rest is mostly what happens at the kitchen table. That’s good news: it’s coachable.
Tip. Copy, don’t invent. Before you teach your focus rep anything, have them watch your best rep run an appointment.
Ride-along checklist: what to watch (✓ yes / ✗ no / count)
| # | What to watch | Best rep | Focus rep |
|---|---|---|---|
| 1 | Opens by confirming what they already know about the homeowner (“Tell me about your day”) | ||
| 2 | Asks what the homeowner tried before, what they liked and didn’t | ||
| 3 | Brings up time, money and who decides before showing the price | ||
| 4 | Listens more than they talk | ||
| 5 | Shows only what matches what the homeowner said they want | ||
| 6 | Asks for the sale. Count how many times: ___ | ||
| 7 | On a no: asks why, answers it, asks again | ||
| 8 | Asks for a referral | ||
| 9 | Leaves with a set day and time for the next step | ||
| 10 | Writes notes right after leaving |
30-day tracker
| Week | Routed best appointments (✓ per day) | Daily drill done (✓ per day) | Skill drilled |
|---|---|---|---|
| 1 | M T W T F S | M T W T F S | |
| 2 | M T W T F S | M T W T F S | |
| 3 | M T W T F S | M T W T F S | |
| 4 | M T W T F S | M T W T F S | |
| Day 30 | Re-run date: ____ | Focus rep close rate then: | Now: ____ |
Doing this by hand is a lot of work
These numbers tell you who is behind, not why. The why happens at a kitchen table you’re not at. Ride-alongs take a whole evening each, you can’t ride with every rep every week, and coaching from memory turns into “try harder.”
Let LeadMax show you why
With the homeowner’s OK, LeadMax records and transcribes each appointment, so you can coach every rep on what actually happened in the room, not on a score or a story. You see why a rep is behind without riding along every night, and LeadMax keeps every rep working the follow-up from what the homeowner said. The AI suggests. People decide.
See how LeadMax does this — book a 5-minute call →